Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 6 U.S. retirement plans report holding T. Rowe Price Retirement 2040 Fund Collective trust in their Schedule of Assets, totaling $152.0M in parsed positions. Matched on the normalized security name across each plan’s latest filing and ranked by position size.
| # | Sponsor / Plan | Location | Participants | Plan assets (EOY) | Position |
|---|---|---|---|---|---|
| 1 | LOUISIANA-PACIFIC CORPORATION LOUISIANA-PACIFIC 401(K) AND PROFIT SHARING PLAN | NASHVILLE TN | 2,803 | $560.7M | $55.3M |
| 2 | BLUE CROSS BLUE SHIELD OF ALABAMA BLUE CROSS AND BLUE SHIELD OF AL 401(K) PLAN SALARY DEFERRAL PLAN | BIRMINGHAM AL | 4,358 | $880.4M | $51.8M |
| 3 | ALYESKA PIPELINE SERVICE COMPANY |
ANCHORAGE AK |
| 729 |
| $405.0M |
| $24.1M |
| 4 | FORESCOUT TECHNOLOGIES, INC. FORESCOUT TECHNOLOGIES 401(K) SAVINGS PLAN | SAN JOSE CA | 498 | $73.4M | $9.1M |
| 5 | CLEVELAND BROWNS FOOTBALL COMPANY LLC CLEVELAND BROWNS RETIREMENT SAVINGS PLAN | BEREA OH | 314 | $66.8M | $7.0M |
| 6 | COUCHBASE, INC. COUCHBASE, INC. 401(K) PLAN | SAN JOSE CA | 345 | $59.2M | $4.9M |
